Legal Estate And Trust Jobs Jobs in Brentwood, MO

Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Clayton, MO

Law Firm • **Members Only** Clayton, MO

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Posted On Sep 28, 26

Full-time 1 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate and Trust Estate Planning family private client

in the realm of estate planning. Key duties include: -... Engaging in gift and estate tax planning to optimize... clients' financial legacy. - Handling estate and trust administration to... ensure proper management and distribution of assets. - Facilitating charitable planning to aid clients...

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Legal Staff Paralegal in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Sep 28, 26

Full-time 1 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning fiduciary Insurance Securities trusts Wills

Coordinate workflow within the Estate Planning Review Department by... organizing and reviewing estate planning documents, and preparing... summaries for attorney and reviewer evaluation. - Serve as a key point of contact internal client teams regarding Estate Planning Review requests and......

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Aug 05, 26

Full-time 1 views Experience : 7-7 yrs required

Job Tags:

banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

Job Title: Estate Settlement Manager Job Responsibilities: - Manage... a portfolio of highly complex estate settlement engagements involving significant... family wealth, multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. - Serve as the primary relationship lead during estate settlement engagements, providing guidance......

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Aug 05, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

Private Client Advisor and Trust Officer Job Responsibilities: - Deliver comprehensive... advice and customized wealth management solutions for high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and a...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Jul 26, 26

Full-time 1 views Experience : 3-5 yrs required

Job Tags:

Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills

situations, including tax implications, investment strategies, retirement planning, and estate planning. - Specialized Investment Strategies:... Collaborate with the Investment Team to develop and recommend investment strategies tailored to clients' specific needs, risk tolerance, and financial goals, considering their unique technical circumstanc...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Sep 14, 26

Full-time 3 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Sep 14, 26

Full-time 5 views Experience : 6-10 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Sep 14, 26

Full-time 4 views

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. -...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Jul 26, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

(UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. -... Review, interpret, and summarize complex estate planning documents such as... irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements. - Provide recommendations for client consideration...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Sep 14, 26

Full-time 1 views Experience : 3-10 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on...

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Attorney in Clayton, MO

In-House • **Members Only** Clayton, MO

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Posted On Aug 12, 26

Full-time 1 views Experience : 5-15 yrs required

Job Tags:

banking conservator equity fiduciary finance guardian

responsible for leading the trust administration function within the... Trust Services business line. This... providing direct supervision to assigned trust administration staff. The officer... will administer an assigned book of trust business and ensure customer... satisfaction. Key responsibilities include: - Supervi...

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Legal Staff Paralegal in Des Peres, MO

In-House • **Members Only** Des Peres, MO

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Posted On Aug 24, 26

Full-time Experience : Min 1 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning title

legal support to the Estate Planning Attorneys and Estate... Planning Paralegals within the... department. - Prepare mailings to clients for documents that need to be signed. - Coordinate the in-office execution of documents with clients to ensure proper signing. - Review and process...

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Legal Staff Paralegal in Creve Coeur, MO

Law Firm • **Members Only** Creve Coeur, MO

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Posted On Sep 27, 26

Contract, Full-time Experience : Min 3 yrs required

Job Tags:

Bankruptcy Estate Planning Litigation Probate Software trusts Wills

on traffic tickets and estate planning, specifically wills and... months while the current admin recovers from surgery. The responsibilities include: - Preparing estate plans using specialized legal... word processing software. - Preparing final legal documents. - Interacting with clients over the phone. - M...

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Legal Staff Other in Creve Coeur, MO

Law Firm • **Members Only** Creve Coeur, MO

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Posted On Sep 22, 26

Full-time Experience : 1-3 yrs required

Job Tags:

Elder Law Estate Planning family health insurance Probate

Title: Legal Intake Specialist Job Responsibilities: - Serve as the first point of contact for prospective clients through phone and other inbound inquiries. - Ability and acumen to be on the phone all day, making numerous outbound calls. - Communicate with prospective clients in...

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Probate Attorney in Maryland Heights, MO

Law Firm • **Members Only** Maryland Heights, MO

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Posted On Aug 02, 26

Full-time 3 views

Practice Area:

Probate

Job Tags:

contracts Corporate Law Employment Law Estate Planning family health insurance Insurance Probate

Title: Associate Attorney & Supervising Attorney Job Responsibilities: - Manage incoming and return calls in a timely manner, ensuring professional and efficient communication with clients. - Identify and assess clients' legal issues, documenting their concerns accurately. - Review documents and contracts thoroughly to ensure...

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Attorney in Saint Louis, MO

In-House • **Members Only** Saint Louis, MO

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Posted On Sep 28, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

Estate Planning family finance trusts wealth transfer

or Director - Gift, Estate, Trusts Job Responsibilities: -... Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired...

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Private Client Services Associate

Recruiter • **Members Only** Clayton, MO

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Posted On Sep 02, 26

Full-time 1 views Experience : 1-8 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

of two years of estate planning experience to join... matters, including gift and estate tax planning, estate and... trust administration, charitable planning, and... family succession with clients on estate and trust...

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Estate And Trust Jobs in Brentwood

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